InvestmentMarkets is designed to provide you with the autonomy and tools you need for successful investing. We aim to bring you a universe of investments to allow you to make informed, independent investment decisions based on your preferred criteria.
Each investment is classified into categories such as Industry, Asset Class, Maturity and Liquidity to allow for quick comparison. We provide you with an overview of the investment, details of the management team, access to relevant documents, as well as investment updates and FAQs.
Once you’ve found an investment meeting your objectives, you are able to contact the product issuer directly.
At InvestmentMarkets, we understand that no two investors are the same. That’s why our centralised platform offers a broad spectrum of investment opportunities which may not be available through financial planners and stockbrokers.
Our mission is to become the investment central for independent minds. We provide you with insights and an introduction to investment opportunities, then get out of your way.
Australia’s Corporations Law defines a ‘retail investments’ as a financial product aimed at an investor in need of regulatory protection, whereas a ‘wholesale investment’ is intended for those seeking to access wholesale markets which tend to offer more complex financial products.
Retail investors are sometimes referred to as non-professional investors.
A ‘retail investment’ is covered by consumer protection provisions. A ‘wholesale investment’ is for professional investors or institutions who are considered to be better informed and better able to assess the risks involved, and do not need the same level of consumer protection as retail clients.
Retail investments include managed funds, exchange traded funds (ETFs), securities and bonds. Retail investments typically have lower minimum investment requirements and higher fees than wholesale investments.
Wholesale investments may also include managed funds, but can also provide access to more complex investments such as venture capital, unlisted trusts and private equity. Wholesale investments typically have higher minimum investment requirements, and lower fees than retail investments.
Retail and wholesale investment products are not mutually exclusive, and an investor can potentially hold both types in their portfolio. It should be noted that wholesale opportunities are only available to individuals who meet ASIC’s requirements to be classified as either a sophisticated investor or professional investor.
Sophisticated investors are typically high net worth investors with a verified gross income of $250,000 or more in each of the two previous financial years, or having net assets of at least $2.5 million.
A professional investor either holds a financial services licence, or owns or controls assets of at least $10 million.
The Fund is a geared version of the Acadian Core Australian Equity Fund (For Wholesale Investors Only)
This strategy aims to deliver stable long-term absolute returns above the RBA cash rate, with relatively low levels of risk and volatility, by actively investing in Australian companies. (For Wholesale Investors Only)
The Fund is designed for investors who are seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
The Fortlake Real-Higher Income Fund provides diversified exposure to a variety of return sources to deliver consistent returns above cash.
Share in development profits earning 16% - 23% pa
The Fund aims to deliver consistent, risk-adjusted, absolute returns, uncorrelated with the broader equity market (For Wholesale Investors Only) and other asset classes.
Blue Boat is a global, long-only equity fund that aims to generate substantial returns by investing in value opportunities in quality businesses
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)
Enables sophisticated investors access to an attractive fixed income return, which is largely backed by residential first mortgages. (For Wholesale Investors Only)
Long term investors in Asian listed equities (For Wholesale Investors Only).
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
Invest in the highly sought-after healthcare real estate sector.
The Fund is a long only, growth focussed fund that aims to invest in high quality ASX listed businesses that can generate strong earnings growth leading to stock price appreciation.
The Fund seeks efficient index exposure with an active edge.
Designed to seek efficient index exposure with an active edge.
